Philanthropy Forward '19

Moving the field forward toward TRUST-BASED PHILANTHROPY and placing EQUITY IN THE CENTER; shifting mindsets, practices and systems to OPERATIONALIZE EQUITY; striving for UNITED COMMUNITIES and RESPONSIBLE INVESTING; engaging boards, trustees and tomorrow’s DONORS; empowering CITIZEN-LED planning, COMMUNITY-ENGAGED grantmaking and PUBLIC DELIBERATION; challenging the UNCHARITABLE; encouraging ALLYSHIP and amplifying the voices of NEW and RISING leaders. THIS IS PHILANTHROPY FORWARD.


September 25 - 27, 2019
The Westin Cincinnati
21 E. 5th Street, Cincinnati, OH 45202

Registration Costs

Not a member? Join today to get the member rate

Full Conference: $650 members/$950 non-members
Thursday Only: $480 members/$680 non-members
Friday Only: $350 members/$500 non-members

Groundwater cost with full conference registration: $50 members/$100 non-members
Groundwater Training only: $75 members/$150 non-members

"Uncharitable" with Dan Pallotta

We’re excited to open our closing lunch plenary to nonprofits and community leaders to join us to hear Dan Pallotta deliver his popular talk "Uncharitable” on Friday, September 27, at noon. Register now!


Conference Co-chairs

Heidi Jark, Fifth Third Foundation
Ellen Katz, Greater Cincinnati Foundation

Conference Planning Committee

Michael Coffey, Greater Cincinnati Foundation
Meghan Cummings, Women’s Fund of the Greater Cincinnati Foundation
Jen Hurd, Bank of America Private Bank
Karen Jones, Donor Advised Fund, The Columbus Foundation
Emily Savors, The Columbus Foundation
Thomas Seddon, Warren County Foundation
Karen White, KeyBank
Carol Wright, Fifth Third Foundation
Charles Wright, United Way of Greater Cincinnati

When: 
Wednesday, September 25, 2019 to Friday, September 27, 2019
Where: 
The Westin Cincinnati
21 E. 5th St., Cincinnati, OH 45202
Non-member price: 
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Registration Costs

Full Conference: $650 members/$950 non-members
Thursday Only: $480 members/$680 non-members
Friday Only: $350 members/$500 non-members

Groundwater cost with full conference registration: $50 members/$100 non-members
Groundwater Training only: $75 members/$150 non-members

"Uncharitable" with Dan Pallotta

We’re excited to open our closing lunch plenary to nonprofits and community leaders to join us to hear Dan Pallotta deliver his popular talk "Uncharitable” on Friday, September 27, at noon. Register now!

Download Form 
Email to: info@philanthropyohio.org
Fax to: (614) 224-1388
Mail to: Philanthropy Ohio, 500 S. Front Street, Suite 900, Columbus, OH 43215

Plenary Session Speakers

Pia Infante

The Whitman Institute

Dan Pallotta

Activist, Humanitarian and Author

Andrew Plumley

Equity in the Center


Concurrent Session Speakers

Jay Allred

Richland Source

Dora Anim

Greater Cincinnati Foundation

Eric Avner

People's Liberty

Dianne Bailey

Bank of America Private Bank

Christopher "Biff" Baker

Winfield Associates, Inc.

Deanna Bass

Procter & Gamble

Susan Beaudry

Osteopathic Heritage Foundations

Jay Becker

BLDG

J.D. Beiting

Benefactor Group

Clare Zlatic Blankemeyer

The Mayerson Foundation

Cara Dingus Brook

Foundation for Appalachian Ohio

Harold Brown

Greater Cincinnati Foundation

Jessie Cannon

Cardinal Health Foundation

Carol Cantwell

Fun with Financials, LLC

Emily Croak

Aly Sterling Philanthropy

Kathleen Dean

Saint Luke's Foundation

John Dedrick

Charles F. Kettering Foundation

Amy Dell

The Licking County Foundation

Alex Derkson

JPMorgan Chase

Terri Eason

Cleveland Foundation

David Ebersole

McDonald Hopkins

John Evans

Clearstead Advisors, LLC

Zach Evans

BLDG

Megan Folkerth

Interact for Health

Mary Francis

Interact for Health

Adam Gelter

3CDC

Alison Goebel

Greater Ohio Policy Center

Rachel Goodspeed

formerly of Vectren, A CenterPoint Energy Company

David Greco

Social Sector Partners

Katie Harmon

Aiken High School

Scott Hassell

Fifth Third Bank

Jake Hodesh

People's Liberty

Kate Ingersoll

Brush Foundation

Jennifer Ingram

United Way of Greater Cincinnati

Tara Johnson-Noem

United Way of Greater Cincinnati

Stephen JohnsonGrove

Ohio Transformation Fund

Robert Killins

Greater Cincinnati Foundation

Hali Lee

Donors of Color Network

Amy Macechko

Talawanda School District

Holley Fowler Martens

The Char and Chuck Fowler Family Foundation

Shane Meeker

StoryMythos

Jill Miller

bi3

Christine Baker Mitton

Sisters of Charity Foundation of Cleveland

Ryan Mooney-Bullock

Green Umbrella

Christine Mulvin

HealthPath Foundation of Ohio

Adrienne Mundorf

Sisters of Charity Foundation of Cleveland

William Muse

National Issues Forums Institute

Johnmark Oudersluys

CityLink

Ioanna Paraskevopoulos

Action Tank

Whitney Parnell

Service Never Sleeps

Sunny Reelhorn Parr

The Kroger Co.

Lynsey Pipino

The Columbus Foundation

Hallie Preskill

FSG

Anthony Richardson

Nord Family Foundation

Mary Burke Rivers

Over-the-Rhine Community Housing

Kristen Rost

Nationwide

Susan Shelton

MindPeace

Jotika Shetty

Richland County Regional Planning Commission

Kate Smith

Aly Sterling Philanthropy

Jesse Stock

The Athens County Foundation

Haley Studer

Credit Adjustments, Inc.

Megan Trischler

People's Liberty

Peter Truog

The Opportunity Exchange

Lisa Votaw

Aiken High School

Maurice Wagoner

Over-the-Rhine Community Council

Margy Waller

Action Tank

Allie Watson

Richland County Foundation

Emily Gresham Wherle

Interact for Health

Francie Wolgin

Interact for Health

Judy Wright

Ohio Transformation Fund

Charles Wright

United Way of Greater Cincinnati

Jennifer Zimmerman

bi3

 

Wednesday, September 25

12:30 p.m.
Registration opens
Details

Stop by the registration desk and pick up your name badge, program and other conference materials.

1 - 4:30 p.m.
Groundwater Racial Equity Training *additional cost*
Details

Hear an intensive presentation on historical, institutional and systemic racism challenging deeply-held assumptions and revealing – with sobering clarity – the devastating impacts of persistent racial inequality on our nation’s most marginalized populations.

Presenter: Racial Equity Institute of Greensboro, NC
Sponsor: Greater Cincinnati Foundation

2 - 4 p.m.
Philanthropy In Action Tours & Site Visits
Details

Collective Impact Approach to Housing  (Tour is Full)

Explore Cincinnati’s historic urban core neighborhood, Over-the-Rhine, to see how funding and thoughtful engagement with its residents and advocates can inform equitable development investment. Learn how community leaders, developers, funders, residents and city officials collaborated to develop high-quality affordable housing in a rapidly changing neighborhood.

Presenters: Harold Brown, Greater Cincinnati Foundation; Adam Gelter, 3CDC; Ioanna Paraskevopoulos & Margy Waller, Action Tank; Mary Burke Rivers, Over-the Rhine Community Housing; Maurice Wagoner, Over-the-Rhine Community Council

Redrawing the Intersection of Health, Student ACES and Education

Experience the synergy of a health collaborative, its outcomes and learnings. See how school-based health centers integrate public health prevention in schools, creatively solve problems and help reduce the social, emotional and physical health challenges students often experience, including adverse childhood experiences (ACES), homelessness, teen pregnancy, hunger, school violence and chronic or traumatic stress.

Presenters: Katie Harmon & Lisa Votaw, Aiken High School; Susan Shelton, MindPeace; Francie Wolgin, Interact for Health

Behind the Scenes at the CityLink Center

Tour Cincinnati’s innovative CityLink Center, an 80,000-square-foot centralized social service access point in the city’s West End. Through philanthropic and community investment and the dedication of civic and nonprofit leaders, CityLink has evolved from providing a select set of services to being a critical collaboration point for over a dozen organizations offering employment assistance, job-readiness and skills training, financial services, clinical counseling, transportation, on-site child care and more.

Presenters: Anthony Berin, Social OTR & Findlay Culinary; Joel Bokelman, Changing Gears; Jay Dierig, PerScholas Cincinnati; Johnmark Oudersluys & Dani Watkins, CityLink Center; Sid Taylor, CEO Cincinnati

6 - 8 p.m.
Signs of the Times Welcome Celebration - American Sign Museum
Details

Walk through 20,000 square feet of vintage signs at the largest sign museum in the country and see how signage technology and design has evolved over 100 years. Mingle with colleagues in this fun space featuring all kinds of signs, including early pre-electric signs, electric neon signs and modern plastic-faced signs. https://www.americansignmuseum.org/

Sponsor: The Carol Ann and Ralph V. Haile, Jr./U.S. Bank Foundation

Thursday, September 26

7:30 a.m.
Registration opens
Details

Stop by the registration desk and pick up your name badge, program and other conference materials.

8 - 9:30 a.m.
Opening Plenary Breakfast and Awards 
Details

Trust-Based Philanthropy

Envision a world where funders authentically partner with grantees to advance mission-driven work and prioritize communication and shared learning over top-down accountability. Learn how trust-based philanthropy seeks to build a thriving, equitable nonprofit sector by lifting barriers that prevent organizations from focusing their time and talents on the work that matters.

Presenter: Pia Infante, The Whitman Institute
Sponsor: KeyBank 

9:45 - 10:45 a.m.
Breakout Sessions
Details

Engaging Employees as a Business and Community Imperative

Learn how JPMorgan Chase and Nationwide Insurance have crafted employee engagement strategies that transcend traditional volunteer and philanthropic efforts. By aligning organizational community investments, employee resource groups, skills-based volunteerism and market-area investments and activities, the organizations are supporting healthy and thriving workforces inside and outside their walls.

Presenters: Alex Derkson, JPMorgan Chase; Kristen Rost, Nationwide
Moderator: Laura Smith, Philanthropy Ohio

Navigating the Responsible Investing Landscape

Explore responsible investing and its tremendous growth as the desire to align investments with values is on the rise. Hear how funders can navigate and balance reputation, fiduciary responsibilities, conscience and the bottom line in order to make informed investment decisions. Learn about trends, frameworks and the benefits of responsible investing strategies.

Presenter: John Evans, Clearstead Advisors, LLC

United Communities to Change Lives

Explore Philanthropy Cloud, a framework to manage the lifecycle of an investment initiative and a digital platform to amplify content and communicate impact. Learn how digital platforms are important to engage current and new donors in impact. Gain insight on managing initiatives, post investment, both operationally and digitally.

Presenter: Charles Wright, United Way of Greater Cincinnati

Killer Myths and Bad Best Practices

Break the vicious cycle of underfunding and underinvestment by shattering the myths and misunderstandings that result in weaker nonprofit partners, a reliance on sweat equity and fewer people served. Learn how to build cultures of sustainability and impact within your organization and your grantees.

Presenter: David Greco, Social Sector Partners

Civic Engagement and the Power of Public Deliberation

Explore how funders and their grantees can engage citizens in dialogue to solve issues in their communities. Using the topic of immigration and the issue advisory Coming to America: Who Should We Welcome, What Should We Do? as a frame, attendees will learn and experience how public deliberation can be used to educate, learn from and engage citizens of all ages, bringing those closest to the problem into the solution. Consider how insights revealed in these forums can help inform strategic grantmaking to make communities a better place to live and work.

Presenters: John Dedrick, Charles F. Kettering Foundation; William Muse, National Issues Forums Institute

11 a.m. - Noon
Breakout Sessions
Details

Philanthropy + People = Revenue

Explore a radical new perspective on the impact of philanthropy, job-skills training and a people-first mentality. Learn how to turn a philanthropy mindset into a DNA-changing corporate model that has helped a business and the local community thrive through a strategic partnership that benefits everyone. Hear examples of impact, including workforce development, hiring local and previously untapped labor and partnering with community-based organizations for training and wrap-around services.

Presenters: Hayley Studer, Credit Adjustments, Inc.

Understanding and Engaging Donors of Color

Gain insights from local and national research exploring the role of philanthropy in black communities, including the benefits of wealth and community preservation through philanthropy. Learn about donors-of-color perspectives, recommendations for purposeful connection and engagement and the launch of a new national network of high-net-worth donors of color. 

Presenters: Terri Eason, Cleveland Foundation; Robert Killins, Greater Cincinnati Foundation; Hali Lee, Donors of Color Network
Moderator: Deborah Aubert Thomas, Philanthropy Ohio

Evaluation and Intentional Learning in Philanthropy

Explore ways to operationalize learning by including evaluative and intentional activities into organizational processes. Learn how to ask and answer questions to inform decision making and talk about quantitative and qualitative data that can create a practice of discussion that leads to action and develops your capacity as a learning organization.

Presenters: Kathleen Lis Dean, Ph.D., Saint Luke’s Foundation; Christine Baker Mitton, Ph.D., Sisters of Charity Foundation of Cleveland

The Closers - Planning for the End

Some initiatives aren’t meant to last forever. Sometimes it’s necessary to exit projects that are working. How can philanthropic leaders wind down programs with thoughtfulness and care? This session will relay learnings from our experience sunsetting People’s Liberty, a five-year philanthropic experiment, along with best practices learned from national peers.

Presenters: Eric Avner, Jake Hodesh & Megan Trischler, People’s Liberty

Noon - 2 p.m.
Lunch, Annual Meeting and Equity Plenary
Details

Equity in the Center

Be inspired to shift mindsets, practices and systems to advance race equity internally while centering it in your work externally. Hear how to focus on proactive counteraction of social inequities and highlights of best practices from Awake to Woke to Work: Building a Race Equity Culture. Explore a Race Equity Cycle: the journey of change where organizations can become more committed, knowledgeable and skilled in analyzing race, racism and race equity and in placing these issues at the forefront of organizational and operational strategy.

Presenter: Andrew Plumley, Equity in the Center
Sponsor: Greater Cincinnati Foundation

2:30 - 3:30 p.m.
Breakout Sessions
Details

Operationalizing Equity Panel

Be inspired by funders across Ohio as you learn about their efforts to operationalize equity in organizational culture and external strategy. 

Moderator: Andrew Plumley, Equity in the Center
Panelists: Dora Anim, Greater Cincinnati Foundation; Deanna Bass, Procter & Gamble; Clare Blankemeyer, The Mayerson Foundation; Amy Dell, The Licking County Foundation; Jennifer Ingram, United Way of Greater Cincinnati

Building a Toolkit for Advocacy

Explore the role of philanthropy, marketing and branding to educate the community and policymakers to drive effective policy change. Learn how to break through the clutter to reach target audiences with accurate information and build support for public policy efforts. Hear how developing a voice and visual identity brought a Tobacco 21 campaign to life with a bold and innovative approach.

Presenters: Jay Becker & Zach Evans, BLDG; Megan Folkerth, Interact for Health

Mission and Measurement

Learn about strategies and approaches to impact measurement, measuring effectiveness and efficiencies of your programs and ensuring alignment to your mission. Review industry and donor trends and discuss challenges and opportunities while gaining perspective on process and approach.

Presenter: Dianne Bailey, Bank of America Private Bank

The Changing Nature of Fundraising Campaigns

Examine the changing nature of fundraising campaigns, how younger generations are impacting them and what you can do to be successful. Learn how to engage the next generation of donors and potential campaign volunteers and start developing tools to positively affect your organization’s fundraising.  

Presenters: Emily Croak & Kate Smith, Aly Sterling Philanthropy

3:45 - 5 p.m.
Breakout Sessions 
Details

Building Better Business Stories 

Learn about the one thing that truly separates many brands and companies today: STORY. It’s no longer just what people buy, it’s what they buy into. When it comes to connecting, teaching, influencing and inspiring others, a story will make whatever you say more impactful. Explore the StoryMythos framework and learn how the movies can help you answer many organizational challenges and craft a story to help you stand out in a crowded marketplace.

Presenter: Shane Meeker, StoryMythos 

Why Today’s Tactics Won’t Work for Tomorrow’s Donors

Explore 2019 giving data and emerging trends to cultivate young and diverse donors. Learn how to adapt to trends of shifting donor loyalty, a need for deeper connection to foundations and the use of multi-channel communications methods. Engage in an interactive conversation using real world examples of tactics to bring in new donors.

Presenters: J.D. Beiting, Benefactor Group; Lynsey Pipino, The Columbus Foundation

From Fake Budgets to Better Due Diligence

Rethink ways to assess the financial health and needs of the nonprofits you support. Hear how requesting the wrong kinds of information can restrict and limit the success of organizations you seek to support. Leave the session with specific strategies and practical ideas for streamlining changes in your own organization. No financial expertise is required for this session.

Presenters: Carol Cantwell, Fun with Financials, LLC; Stephen JohnsonGrove, Ohio Transformation Fund; Kate Ingersoll, Brush Foundation; Judy Wright, Ohio Transformation Fund

Engaging Boards  in Strategic Thinking

Explore a toolkit developed by FSG and GEO to engage board members in conversations about the importance of strategic learning in their decision-making and deliberation processes. Learn why solving social problems requires an understanding of systems change and complexity and that learning along the way is critical to creating impact. Consider how addressing issues of inequality and inequity in social, economic and health outcomes is multidimensional and relational, requires multiple voices and needs varied approaches.

Presenter: Hallie Preskill, FSG

5 - 6 p.m
Cocktail Reception
Details

Join us in the Fountain Room for a cocktail reception.

Sponsor: Donors of Color Network

6 - 9 p.m.
Evening Dine Arounds
Details

Stop by the registration desk during the day to sign up for tonight’s dine arounds. 

Friday, September 27

7:30 a.m.
Registration opens
Details

Stop by the registration desk and pick up your name badge, program and other conference materials.

8 - 9:15 a.m.
Breakfast Plenary 
Details

New and Rising Leaders in Philanthropy

Hear from new and rising leaders about their professional journeys to develop strong, authentic leadership knowledge; to be conscious and intentional about leading; and to build the competencies and practices to best position them to lead and support the success of their philanthropic organizations.

Moderator: Anthony Richardson, Nord Family Foundation
Panelists: Rachel Goodspeed, formerly of Vectren, A CenterPoint Energy Company; Adrienne Mundorf, Sisters of Charity Foundation of Cleveland; Jesse Stock, The Athens County Foundation
Sponsor: The George Gund Foundation

9:30 - 10:30 a.m.
Breakout Sessions
Details

The ABCs of ESGs

There’s no question that a commitment to environmental, social and governance (ESGs) goals is becoming an essential element of an organization’s social responsibility platform. What does that look like and how do these goals integrate with the organization’s broader community-facing commitments? Join this session to dissect the power and purpose of ESG goals and how to ensure that sustainability is a part of your larger community impact strategy.

Presenters: Scott Hassell, Fifth Third Bank; Ryan Mooney-Bullock, executive director, Green Umbrella; Sunny Reelhorn Parr, The Kroger Co.

Flipping the Script on Downtown Planning

Hear how a community foundation’s bold decision to empower a new generation of civic leaders to guide investments in their downtown led to a radically transparent process. Examine how it resulted in partnership commitments among media, the chamber of commerce, philanthropy and ordinary citizens, with strategic advice from subject matter experts, and a plan that gained approval from the city, county and local institutions. 

Presenters: Jay Allred, Richland Source; Alison Goebel, Greater Ohio Policy Center; Jotika Shetty, Richland County Regional Planning Commission; Allie Watson, Richland County Foundation

Allyship Workshop (Part 1, workshop runs 9:30 a.m. - 12 p.m.)

Become equipped and empowered as an effective ally using tools to support and center marginalized individuals and communities. Deepen your knowledge and self-work around injustice and learn engaging techniques to communicate with others. Leave empowered for the ongoing journey of an allyship lifestyle.

Presenter: Whitney Parnell, Service Never Sleeps

Capturing Learning and Communicating Impact

Learn about one organization’s journey to answer “What do we have to show for our years of work and investments?” and the resulting impact statement. Then, answering questions for your organization, learn how to formulate your own impact statement. Engage in dynamic conversation and share your successes, challenges and questions about capturing outcomes and measuring impact.

Presenters: Jill Miller & Jennifer Zimmerman, bi3

Funders' Responses to the Opioid Epidemic in Ohio

The drug addiction crisis knows no bounds and has disrupted our communities for more than a decade. Hear how funders are learning from projects, grants and collaborative work that have been put into action. Break down what it means to be effective in addressing the crisis and explore additional roles for philanthropy.

Presenters: Susan Beaudry, Osteopathic Heritage Foundations; Jessie Cannon, Cardinal Health Foundation; Anthony Richardson, Nord Family Foundation, Kristen Rost, Nationwide
Moderator: Vincent Coleman, Philanthropy Ohio

11 a.m. - Noon
Breakout Sessions
Details

Developing a Pragmatic Approach to Return on Investment

Today’s changing business dynamics, mergers and acquisitions and leadership changes can present challenges to any defined corporate giving strategy. Learn how you can build a resilient corporate giving strategy and evaluation framework that will inform your investments today and reaffirm your corporate identity in times of transition.     

Presenter: Rachel Goodspeed, formerly of Vectren, A CenterPoint Energy Company

Opportunity Zones and Social Impact Investing

Gain a working knowledge of Opportunity Zones, a new, tax-efficient way to address different objectives to investment strategies. Explore how total return and solving societal problems are working hand in hand through social impact investing. Discuss an investor’s and a donor’s role in community development.

Moderator: Christopher “Biff” Baker, Winfield Associates, Inc.
Presenters: Alex Derkson, JPMorgan Chase; David D. Ebersole, McDonald Hopkins; Peter Truog, The Opportunity Exchange

Allyship Workshop (Part 2, workshop runs 9:30 a.m. - 12 p.m.)

A continuation of Part 1, diving into the tools to support and center marginalized individuals and communities. Expand your knowledge and self-work around injustice, and learn engaging techniques to communicate with others. Leave empowered for the ongoing journey of an allyship lifestyle.

Presenter: Whitney Parnell, Service Never Sleeps

A Model for Community-Engaged Grantmaking

Explore a framework for community-engaged grantmaking and hear lessons learned and multiple perspectives about the funding and evaluation structure, tools and coaching used to guide grantees through the community engagement process. Consider tools to build core competencies, confidence and a process for engagement that produces results at the local level.

Presenters: Mary Francis & Emily Gresham Wherle, Interact for Health; Amy Macechko, Talawanda School District; Christine Mulvin, HealthPath Foundation of Ohio; Jennifer Zimmerman, bi3
Moderator: Ashlee Young, StrivePartnership

Lessons Learned from Policy and Advocacy

Break down what advocacy work really looks like and what’s permitted according to the law. Then hear from foundations about how and why they got involved in policy and spend time analyzing where an advocacy strategy could be beneficial in moving your strategic grantmaking priorities.

Presenters: Vincent Coleman, Philanthropy Ohio; Cara Dingus Brook, Foundation for Appalachian Ohio; Tara Johnson-Noem, United Way of Greater Cincinnati; Holley Fowler Martens, The Char and Chuck Fowler Family Foundation

Noon - 1:30 p.m.
Lunch and Closing Plenary
Details

Uncharitable

Be inspired to return to your most daring dreams for impact and reclaim your full potential. Hear the updated version of one of the most popular talks in all of philanthropy. Strengthen your intellectual arsenal for your own advocacy and explore how this leading thinker’s ideas on our sector have grown and been fortified over the course of hundreds of visits to nonprofit gatherings around the world over the last five years. Discover why the Stanford Social Innovation Review said it “Deserves to become the nonprofit sector’s new manifesto.”

Presenter: Dan Pallotta, Activist, Humanitarian and Author
Sponsor: Fifth Third Foundation

Special thanks to these Philanthropy Forward '19 sponsors!

Platinum Sponsors

                        

                            

Gold Sponsors

 

 

Gold Sponsor and Welcome Party Host


Cocktail Reception Sponsor


Silver Sponsors

Interact for Health

The Nord Family Foundation

Saint Luke's Foundation


Bronze Sponsors

Glenmede

ITA Audio Visual Solutions

Burton D. Morgan Foundation

Nordson Corporation Foundation

RPM International Inc.


Supporters

Aly Sterling Philanthropy

Clearstead

The Cleveland Foundation

The Manuel D. & Rhoda Mayerson Foundation

Richland County Foundation

ScottsMiracle-Gro 

Toledo Community Foundation

Vectren, A CenterPoint Energy Company

2019 Exhibitors

Blue & Co., LLC

Bromelkamp Company LLC

Clearstead

Foundant Technologies, Inc.

Graystone Consulting

HealthPath Foundation of Ohio

IFF

Mason Investment Advisory Services, Inc.

Measurement Resources Company

PFM Asset Management LLC


Become a conference exhibitor & tap into the perfect audience.

Get your name in front of the largest statewide convening of Ohio philanthropy. Space is limited to 15 exhibitors. Over 250 individuals from all over Ohio attend, including:  

  • CEOs and executive directors
  • Finance officers
  • Foundation trustees
  • Program and grants managers

Conference Exhibitor

Philanthropy Ohio Member $1,425
Eligible Non-member $1,900

  • Exhibit table in prime location
  • Company name on conference web page and signage
  • Company name in conference marketing emails and mobile app
  • Receive attendee contact information
  • 2 tickets to plenary sessions
  • Meals for two (2) while onsite

Mobile App Sponsor $2,750

  • All benefits of conference exhibitor
  • Exclusive naming rights as the mobile app sponsor
  • Prominent logo feature in app & push notifications

Frequently Asked Questions

Q: Will I receive contact information for the attendees?
A: Yes, except for those that opt out. We will provide this electronically 1 month before the conference, plus updates for late signups.

Q: Can I create my own session or be a presenter?
A: Generally we don’t allow exhibitors to create sessions unless they have submitted a session and been chosen through the Call for Sessions process. You may sponsor a session if you like.

Q: Can I attend the sessions?
A: We allow exhibitors to attend plenary sessions and any receptions and meals we have, but we ask that you do not solicit our members during those times. To attend the full conference, you must be a Professional Partner member to register.

Q: Will I get a lot of foot traffic?
A: The tables are located in the center of all the activity, the large hallway that connects all the breakout rooms and the ballroom at the hotel.

Q: I’m interested in doing something with you beyond the conference, are you interested?
A: We like to build long-term relationships with our sponsors, please contact Steve Phallen at (614) 914-2244 or sphallen@philanthropyohio.org to discuss your ideas.

Click below to sign up to be an exhibitor. For questions, please contact Steve Phallen at (614) 914-2244 or sphallen@philanthropyohio.org.

 

Philanthropy Forward '19
Frequently Asked Questions (FAQs)


Who can attend the conference?
Current members and eligible non-members are able to attend. See eligibility requirements.
Professional Partners who are current members of Philanthropy Ohio may also register for the conference.  

"Uncharitable" with Dan Pallotta - We’re excited to open our closing lunch plenary to nonprofits and community leaders to join us to hear Dan Pallotta deliver his popular talk "Uncharitable” on Friday, September 27, at noon. Register now!

What time does the conference begin and end?
Conference begins on Wednesday, September 25 at 1 p.m. and will end Friday, September 27 at 1:30 p.m.

How can I become a Philanthropy Ohio member so I can receive the member rate for the conference?
For more information on eligibility and to become a member, visit the Join Us page.

Is my registration transferrable? 
Yes! You can transfer your registration to another person at your organization. Please email Martha Wood, mwood@philanthropyohio.org.

How do I view my session choices after I've registered? (online registrations only)

  1. Sign into the Philanthropy Ohio website.
  2. Click "my account" in the top right of the page.
  3. Click the "my registrations" tab.
  4. Click the ID number of your conference registration.

Can I change my session choices after I have registered?
Yes! Your session choices guide our room assignments, but you are welcome to attend any desired session at the conference.
For tours/site visits with limited space and/or room capacity, please contact Martha Wood, mwood@philanthropyohio.org.

Can I print a receipt for my conference registration? (online registrations only)
Yes! Follow the steps below:

  1. Sign into the Philanthropy Ohio website.
  2. Click "my account" on the top right of the page.
  3. Click the "my orders" tab.
  4. Click the order number for your conference registration.
  5. Click the print icon on the right side of the page.

What is the dress code?
The conference dress code is business casual.

Are there sponsorship opportunities? 
Yes! Please contact Deborah Aubert Thomas for more details.

Are there exhibitor opportunities?
Yes! Become an exhibitor today. Please contact Steve Phallen for more information.

How can Philanthropy Ohio assist with physical limitations during the conference?
If you need assistance due to physical limitations, please contact Deborah Aubert Thomas or call 614.224.1344.

Cancellation/Refund Policy

  • Philanthropy Ohio will refund registration fees, less a $50 processing fee, for cancellations received before August 26. No refunds are available after that date.
  • Please notify us of cancellation by email to Martha Wood, mwood@philanthropyohio.org.
  • Individuals who need to cancel may also transfer their registration to another person at their organization.

For any questions not answered above, please email info@philanthropyohio.org.